- City National Bank (San Diego County, CA)
- …This may be accomplished through identifying and promoting solutions to fulfill client needs, obtaining referrals from existing customers, and maintaining an active ... calling program. It is important that this person understand the benefits of building relationships with clients that may include various CNB internal business… more
- City National Bank (Santa Monica, CA)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Bank of America (Beverly Hills, CA)
- …invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- Citigroup (Santa Monica, CA)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- Ketchum (San Francisco, CA)
- …**Overview:** Do you enjoy telling stories through data? Interested in solving client challenges with data? Ketchum Analytics is looking for a Managing Consultant, ... and measurement, and be able to lead a team, client relationships and manage projects from start to finish,...and responsibilities across the team. + Serving as a specialist and advisor in research and analysis, to include:… more
- Citigroup (Pleasant Hill, CA)
- …(including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service ... Continuously learns new and existing products through sales aids (features, benefits , fees, etc.) demonstrating positive, can-do attitude and customer first culture.… more
- Citigroup (El Cajon, CA)
- …(including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service ... Continuously learns new and existing products through sales aids (features, benefits , fees, etc.) demonstrating positive, can-do attitude and customer first culture.… more
- Umpqua Bank (Fortuna, CA)
- …**About You:** + High School Diploma or GED, required. + 1 year of Client Service Specialist (Teller) or other banking experience preferred. + Basic knowledge ... **About the Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards.… more
- Bank of America (El Cerrito, CA)
- …and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or ... transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients...Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum… more
- Bank of America (Los Angeles, CA)
- …for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include ... Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position is subject to SAFE Act registration… more